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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $786,793 | $85,024+825.4% | $70,544+1015.3% | $139,466+464.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 13.22% | 30.39%-17.2pp | 32.79%-19.6pp | 373.66%-360.4pp |
| Employer contribution / active EE | $23,750 | $3,912+507.1% | $2,976+698.1% | $4,754+399.6% |
| Participant deferral / active EE | $30,000 | $5,891+409.2% | $4,568+556.7% | $6,712+347.0% |
| Admin fee / account holder | $222 | $8,928-97.5% | $6,427-96.5% | $11,409-98.1% |